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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

397 hedge funds and large institutions have $2.89B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 152 increasing their positions, 148 reducing their positions, and 23 closing their positions.

Holders
397
Holders Change
+7
Holders Change %
+1.79%
% of All Funds
6.97%
Holding in Top 10
45
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.14%
% of All Funds
0.79%
New
38
Increased
152
Reduced
148
Closed
23
Calls
$8.95M
Puts
$40.4M
Net Calls
-$31.4M
Net Calls Change
-$35.5M

Top Buyers

1
AWAG
1
ARS Wealth Advisors Group
Florida
$44.6M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$174M
3
LPL Financial
3
LPL Financial
California
$300M
4
PFA
4
Professional Financial Advisors
Nebraska
$46.1M
5
BHB
5
Bank Hapoalim BM
Israel
$10.6M

Top Sellers

1
WFS
1
Weitzel Financial Services
Iowa
$13.4M
2
ARC
2
Advisor Resource Council
Texas
$315K
3
AAS
3
Annex Advisory Services
Wisconsin
$110M
4
BCM
4
Brookstone Capital Management
Illinois
$41.2M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$43M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$300M 5,654,563 +560,607 +11%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$174M 3,093,178 +618,331 +25%
AAS
3
Annex Advisory Services
Wisconsin
$110M 2,068,029 -184,976 -8%
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$79.7M 1,503,807 +127,235 +9%
PAG
5
Private Advisor Group
New Jersey
$78.2M 1,476,178 +187,364 +15%
Wells Fargo
6
Wells Fargo
California
$74M 1,396,571 -18,906 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$73.4M 1,384,968 +18,611 +1%
SFP
8
Shepherd Financial Partners
Massachusetts
$72.2M 1,363,222 +25,569 +2%
Osaic Holdings
9
Osaic Holdings
Arizona
$65.8M 1,241,720 +31,577 +3%
FQ
10
First Quadrant
California
$61.8M 1,165,938 -23,660 -2%
RIM
11
Rockbridge Investment Management
New York
$54.9M 1,036,589 +74,226 +8%
BFG
12
Barber Financial Group
Kansas
$53.8M 1,014,542 +51,086 +5%
TAIM
13
TD Ameritrade Investment Management
Nebraska
$48.3M 1,181,420 +94,168 +9%
AF
14
Allworth Financial
California
$47M 887,368 +14,190 +2%
AIM
15
Astor Investment Management
Illinois
$46.7M 881,352 -20,174 -2%
PFA
16
Professional Financial Advisors
Nebraska
$46.1M 869,618 +390,243 +81%
AWAG
17
ARS Wealth Advisors Group
Florida
$44.6M 841,139 +841,139 New
TF
18
TRH Financial
Iowa
$43.9M 827,759 -824 -0.1%
BCI
19
Brinker Capital Investments
Pennsylvania
$43M 811,870 -64,107 -7%
BCM
20
Brookstone Capital Management
Illinois
$41.2M 767,946 -109,500 -12%
FSG
21
Financial Strategies Group
Michigan
$40.4M 761,759 +19,796 +3%
SWM
22
SigFig Wealth Management
California
$39.5M 744,918 +46,771 +7%
SPA
23
Sentinel Pension Advisors
Massachusetts
$38.9M 734,487 -20,243 -3%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$38.7M 730,964 +18,821 +3%
RW
25
RVW Wealth
California
$37M 693,719 +38,326 +6%
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